Healthcare in 2026: A Sector Caught Between a Patent Cliff and a Supply Shock
Healthcare in 2026 is a sector of contradictions. Aspirin is in short supply in UK pharmacies, yet big pharma is closing some of the largest deals since 2019. The war in Iran has exposed how......
Aerospace in 2026: Recovery, Disruption, and Where it Stands Today
Aerospace in 2026 sits at a turning point. Passenger demand is at record highs, yet airlines are under pressure from rising...
The Great Reboot: A tale of bursting bubbles and the new world norm
AI bubble, debt bubble, recession, market crash, war... the list of pessimism is endless. I like to call this The Great...
Banking Consolidation: What Europe Can Learn from India’s Strategy
India's bank merger strategy between 2017–2020 reshaped its financial sector. Here's how the EU can draw lessons from India's consolidation drive...
UK Economy: A Mid-2025 Snapshot
As we reach mid-2025, the UK economy faces sluggish GDP growth, persistent inflation, and global investor caution. This article breaks down...
The Iran-Iraq Conflict & Oil Prices: A Simple Breakdown
As the Iran-Iraq conflict intensifies in 2025, oil prices are once again at the mercy of Middle Eastern geopolitics. While global...
UK Economy Contracts 0.3%: What It Means for Investment Banking
UK GDP fell 0.3% in April 2025. Explore how this impacts M&A, IPOs, valuations, and investor behaviour across the UK investment...
Debunking Yield Curve Interpretation
Interest rates, yield curves, and inflation have dominated economic discussions over the past few years, capturing the attention of investors, policymakers,...
2024 in Review: Key Economic Trends and What 2025 Has in Store
The year 2024 was eventful and divided – starting with half the world hoping for a strong recovery and lowering interest...
Weekly Banking Insight: Geopolitics, stocks and deals – optimism and tensions running in parallel
Greetings and welcome back to this weekly global investment banking update where we talk about the top transactions, themes, and narratives...